Expense Guard

Track expenses, budgets, and goals. Get analytics on your spending. Built with FastAPI + PostgreSQL + React.

Features

• User auth (JWT)
• CRUD for categories, transactions, budgets, goals
• CSV import for bank statements
• Analytics - savings rate, spending breakdown, overspend alerts, goal projections
• Rules engine - automated alerts for budget issues

How to run

1. Setup

cd AIExpenseGuard
python -m venv venv

Activate venv:

• Windows: venv\Scripts\activate
• Mac/Linux: source venv/bin/activate

pip install -r requirements.txt

2. Database

Create a PostgreSQL database called spendingtrack, then create a .env file:

DATABASE_URL=postgresql://postgres:yourpassword@localhost:5432/spendingtrack
SECRET_KEY=your-secret-key-change-this

Run migrations:

alembic upgrade head

Optionally seed demo data:

python -m scripts.seed

3. Run

Backend:

uvicorn app.main:app --reload

Frontend:

cd frontend
npm install
npm run dev

Open http://localhost:5173. API docs at http://localhost:8000/docs.

Demo login: demo@test.com / demo123

Tests

pytest -v